Energy
North American Construction Group Ltd.(NOA)
Live Price
Offline$13.58
+0.44% today
1Y Change
-17.95%
Window
Jun 25, 2025 โ Jun 17, 2026
- Market Cap
- $570.00M
- Revenue Growth
- +10.1%
- EPS Growth
- -28.5%
- Dividend Yield
- 2.4%
Coverage: 246 bars ยท Jun 25, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
North American Construction Group Ltd. (NOA) is a Energy stock with a market cap of $570.00M and listed on NYSE. The stock last traded around $13.58 and down 18.0% across the available one-year price window (Jun 25, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +10.1%, EPS growth of -28.5%, a dividend yield of 2.4%. What stands out right now is revenue +10.1%, EPS -28.5%, free cash flow +60.2% with operating margin 8.6% and ROIC 4.2%. The dividend is present but secondary, with a yield around 2.4%. Valuation is more restrained than many high-expectation growth names at P/E 16.7 and price/sales 0.4. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines NOA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+10.1% vs +11.2% peer median
Operating Margin
Near sector median
+8.6% vs +8.6% peer median
P/E
Above sector median
16.7 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 13, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +10.1% and EPS is at -28.5%, with operating margin around 8.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.4%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -7.7% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 13, 2026 | โ | +9.9% | +1.5% | -6.3% |
2026 Mar 11, 2026 | -120.0% | -27.8% | -19.3% | -16.8% |
2025 Nov 12, 2025 | -2.0% | -7.6% | -5.2% | -3.9% |
Benchmark Edge
NOA vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
NOA
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
NOA Max Drawdown
-28.32%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for NOA and SPY.
Company Overview
North American Construction Group Ltd.
New York Stock Exchange
North American Construction Group Ltd. provides equipment maintenance, and mining and heavy construction services in Canada, the United States, and Australia. The company's Heavy Construction & Mining division offers constructability reviews, budgetary cost estimates, design-build construction, project management, contract mining, pre-stripping/pit pioneering, overburden removal and stockpile, muskeg removal and stockpile, site preparation, air strip construction, site dewatering/perimeter ditching, tailings and process pipelines, haulage and access road construction, tailings dam construction and densification, mechanically stabilized earth walls, dyke construction, and reclamation services. Its Equipment Maintenance Services division provides fuel and lube servicing, portable steaming, equipment inspections, parts and component supply, major overhauls and equipment refurbishment, onsite haul truck brake testing, onsite maintenance support, under carriage rebuild, machining, hose manufacturing, and technical support services, as well as welding, fabrication/repairs, weld certification, and inspection services. As of December 31, 2021, the company operated a heavy equipment fleet of 632 units. It serves resource development and industrial construction sectors. The company was formerly known as North American Energy Partners Inc. and changed its name to North American Construction Group Ltd. in April 2018. North American Construction Group Ltd. was founded in 1953 and is headquartered in Acheson, Canada.
- Leadership
- Barry Wade Palmer
- IPO Date
- Nov 22, 2006
- Employees
- 1.8k
- Street Address
- 27287 โ 100 Avenue
- Mailing
- Acheson, AB, T7X 6H8
- Region
- Acheson, AB, CA
- Reporting Currency
- USD
- Investor Line
- 17809695574
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.7
- EV/EBITDA
- 4.2
- Price/Sales
- 0.4
- Price/Book
- 1.2
Growth
- Revenue
- +10.1%
- EPS
- -28.5%
- Free Cash Flow
- +60.2%
Profitability
- Gross Margin
- 12.6%
- Operating Margin
- 8.6%
- Net Margin
- 2.6%
- ROE
- 7.9%
- ROIC
- 4.2%
Balance Sheet
- Debt/Equity
- 2.02
- Current Ratio
- 0.88
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.